Officer directors etc family relationship Part VI line 2
“Maritza toban, the trasurer is spouse of christian tobon, vp of student activities”
990 • Fiscal year 2024 • EIN 81-2263060
Scores are not available for this record yet.
Assets
Up$122,312
Up $47,296 (+63%) from 2023
Net Assets
Up$122,312
Up $47,296 (+63%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue
Up$214,773
Up $40,550 (+23%) from 2023
Expenses
Up$167,477
Up $46,127 (+38%) from 2023
Net Income
Down$47,296
Down $5,577 (-11%) from 2023
Exclusively for the educational purposes
To promote the welfare of children in home, school, places of worship and throughout the community. To adovcate the laws that further education, physical & mental health, welfare and safety of children. To promote the engagement of families and educators in the education of study
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $75,016 | $122,312 | ▲ $47,296 |
| Total Assets | $75,016 | $122,312 | ▲ $47,296 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $75,016 | $122,312 | ▲ $47,296 |
| Total Net Assets Fund Balance | $75,016 | $122,312 | ▲ $47,296 |
| Total Liabilities and Net Assets / Fund Balance | $75,016 | $122,312 | ▲ $47,296 |
| Name | Title |
|---|---|
| Kim Worden | President |
| Amanda Lord | Vice President |
| Emily Strausser | Secretary |
| Maritza Tobon | Treasurer |
| Christian Tobon | VP of Student Activities |
| Line Item | Amount |
|---|---|
| Other Expenses | $160,727 |
| Grants and Similar Amounts Paid | $6,750 |
| Total Fundraising Expense | $1,435 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Expenses | $59,242 | - | $1,435 | $59,242 |
| Information Technology | $19,554 | - | - | $19,554 |
| All Other Expenses | $11,528 | - | - | $11,528 |
| Grants to Domestic Individuals | $6,750 | - | - | $6,750 |
| Fees for Services Other | $1,983 | - | - | $1,983 |
| Office Expenses | $641 | - | - | $641 |
| Insurance | $310 | - | - | $310 |
| Total Functional Expenses | $166,042 | $0 | $1,435 | $167,477 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Sponsorship | $12,542 | $12,542 | - | $12,542 |
| Spirit Rocks | $2,312 | $2,312 | - | $2,312 |
| Total Events | $23,862 | $23,862 | - | $23,862 |
“Maritza toban, the trasurer is spouse of christian tobon, vp of student activities”
“The only elected officers of this oakview elementary pta can be apresident, one or more vice president(s), a secretary, and a treasurer. No ptamember shall serve in more than one elected position at a time.every individual who is a member of this local ncpta unit is also amember of national pta and ncpta and is entitled to all benefits of suchmemberships.”
“It is highly recommended that officers who will serve for the coming fiscalyear be elected at the last general membership meeting of the currentfiscal year. These officers will assume office on july 1st and serve until thefollowing june 30th.the nominating committee shall nominate a slate of eligible candidates forelection as officers of this pta.the nominating committee shall be comprised of an odd number and no fewer than three members; at least two of the committee members shall beboard members and at least one committee member shall be a member of pta unit who does not serve on the board.neither the president nor the principal shall be a member of the nominating committee.”
“Gorverning body decisions are subject to member approval at the general membership meeting. Such as, the officers shall prepare a proposed annualbudget which, following approval by the board, shall be considered and adoptedat or before the first general membership meeting of the fiscal year.to govern its affairs, the general membership of the pta unit has adopted these uniform bylaws by an affirmative vote of a majority of the members present and voting at a meeting wherein a quorum is present, with notice of such proposed vote having been given at least ten (10) days in advance of such meeting.”
“Minutes are taken during general membership meetings. The secretary records the minutes of all meetings of the general membership and the board of directors and perform such other delegated duties as may be assigned by the board of directors, and maintain a file of important documents related to that local ncpta unit, includingbut not limited to:a. A copy of the signed local ncpta unit uniform bylaws first adopted by this local ncpta unit,b. The current standing rules of this local ncpta unit, if standing rules have been adopted by the board;c. Minutes of past meetings of the general membership and board of directors;d. A current roster of board and committee members;e. Legal documents, including insurance policies and contracts;f. Annual tax returns;g. Audit reports.”
“The annual tax return is prepraed by certified public accountant and provided to the pta board members to review and approve.”
“The pta unit has written policy for conflict of interest in its by-laws.board members/officers shall agree to abide by and sign the conflict of interest agreement and the code of ethics.”
“All the financial records and tax returns are avaliable to public/pta members upon request.”
“The significant program not listed on prior years return is the outdoor classroom. The school pta has spring booster event to raise funds to prmote and build outdoor classrooms.”
“Other exenses - part ix line 24e:teacher and staff hospitality $3,366school improvement & other support $8,162-----------------------------------------total other expenses $11,528=========================================”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | ONE OF THE LARGE ANNUAL FUNDRAISERS IS BOOSTERTHON ORGANIZEBY OAKVIEW ELEMENTARY SCHOOL PTA. THE PURPOSE OF THE EVENTWAS TO RAISE FUND TO UPGRADE SCHOOL TECHNOLOGY EQUIPMENT. |
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| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 1 | OAKVIEW ELEMENTARY SCHOOL PTA ORGANIZES FALL FESTIVAL YEARWHERE FAMILIES GET TOGETHER TO CONNECT AND SOCIALIZE. THEEVENT IS SUPPORTED BY PARENTS AND SCHOOL. |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 34588 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 24028 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 496823 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SPONSORSHIP |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SPIRIT ROCKS |
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| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 2312 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 9008 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 23862 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 12542 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 2312 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 9008 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 23862 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 23862 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | MARITZA TOBAN, THE TRASURER IS SPOUSE OF CHRISTIAN TOBON, VP OF STUDENT ACTIVITIES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ONLY ELECTED OFFICERS OF THIS OAKVIEW ELEMENTARY PTA CAN BE APRESIDENT, ONE OR MORE VICE PRESIDENT(S), A SECRETARY, AND A TREASURER. NO PTAMEMBER SHALL SERVE IN MORE THAN ONE ELECTED POSITION AT A TIME.EVERY INDIVIDUAL WHO IS A MEMBER OF THIS LOCAL NCPTA UNIT IS ALSO AMEMBER OF NATIONAL PTA AND NCPTA AND IS ENTITLED TO ALL BENEFITS OF SUCHMEMBERSHIPS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | IT IS HIGHLY RECOMMENDED THAT OFFICERS WHO WILL SERVE FOR THE COMING FISCALYEAR BE ELECTED AT THE LAST GENERAL MEMBERSHIP MEETING OF THE CURRENTFISCAL YEAR. THESE OFFICERS WILL ASSUME OFFICE ON JULY 1ST AND SERVE UNTIL THEFOLLOWING JUNE 30TH.THE NOMINATING COMMITTEE SHALL NOMINATE A SLATE OF ELIGIBLE CANDIDATES FORELECTION AS OFFICERS OF THIS PTA.THE NOMINATING COMMITTEE SHALL BE COMPRISED OF AN ODD NUMBER AND NO FEWER THAN THREE MEMBERS; AT LEAST TWO OF THE COMMITTEE MEMBERS SHALL BEBOARD MEMBERS AND AT LEAST ONE COMMITTEE MEMBER SHALL BE A MEMBER OF PTA UNIT WHO DOES NOT SERVE ON THE BOARD.NEITHER THE PRESIDENT NOR THE PRINCIPAL SHALL BE A MEMBER OF THE NOMINATING COMMITTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | GORVERNING BODY DECISIONS ARE SUBJECT TO MEMBER APPROVAL AT THE GENERAL MEMBERSHIP MEETING. SUCH AS, THE OFFICERS SHALL PREPARE A PROPOSED ANNUALBUDGET WHICH, FOLLOWING APPROVAL BY THE BOARD, SHALL BE CONSIDERED AND ADOPTEDAT OR BEFORE THE FIRST GENERAL MEMBERSHIP MEETING OF THE FISCAL YEAR.TO GOVERN ITS AFFAIRS, THE GENERAL MEMBERSHIP OF THE PTA UNIT HAS ADOPTED THESE UNIFORM BYLAWS BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AND VOTING AT A MEETING WHEREIN A QUORUM IS PRESENT, WITH NOTICE OF SUCH PROPOSED VOTE HAVING BEEN GIVEN AT LEAST TEN (10) DAYS IN ADVANCE OF SUCH MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | MINUTES ARE TAKEN DURING GENERAL MEMBERSHIP MEETINGS. THE SECRETARY RECORDS THE MINUTES OF ALL MEETINGS OF THE GENERAL MEMBERSHIP AND THE BOARD OF DIRECTORS AND PERFORM SUCH OTHER DELEGATED DUTIES AS MAY BE ASSIGNED BY THE BOARD OF DIRECTORS, AND MAINTAIN A FILE OF IMPORTANT DOCUMENTS RELATED TO THAT LOCAL NCPTA UNIT, INCLUDINGBUT NOT LIMITED TO:A. A COPY OF THE SIGNED LOCAL NCPTA UNIT UNIFORM BYLAWS FIRST ADOPTED BY THIS LOCAL NCPTA UNIT,B. THE CURRENT STANDING RULES OF THIS LOCAL NCPTA UNIT, IF STANDING RULES HAVE BEEN ADOPTED BY THE BOARD;C. MINUTES OF PAST MEETINGS OF THE GENERAL MEMBERSHIP AND BOARD OF DIRECTORS;D. A CURRENT ROSTER OF BOARD AND COMMITTEE MEMBERS;E. LEGAL DOCUMENTS, INCLUDING INSURANCE POLICIES AND CONTRACTS;F. ANNUAL TAX RETURNS;G. AUDIT REPORTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ANNUAL TAX RETURN IS PREPRAED BY CERTIFIED PUBLIC ACCOUNTANT AND PROVIDED TO THE PTA BOARD MEMBERS TO REVIEW AND APPROVE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE PTA UNIT HAS WRITTEN POLICY FOR CONFLICT OF INTEREST IN ITS BY-LAWS.BOARD MEMBERS/OFFICERS SHALL AGREE TO ABIDE BY AND SIGN THE CONFLICT OF INTEREST AGREEMENT AND THE CODE OF ETHICS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ALL THE FINANCIAL RECORDS AND TAX RETURNS ARE AVALIABLE TO PUBLIC/PTA MEMBERS UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | THE SIGNIFICANT PROGRAM NOT LISTED ON PRIOR YEARS RETURN IS THE OUTDOOR CLASSROOM. THE SCHOOL PTA HAS SPRING BOOSTER EVENT TO RAISE FUNDS TO PRMOTE AND BUILD OUTDOOR CLASSROOMS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | OTHER EXENSES - PART IX LINE 24E:TEACHER AND STAFF HOSPITALITY $3,366SCHOOL IMPROVEMENT & OTHER SUPPORT $8,162-----------------------------------------TOTAL OTHER EXPENSES $11,528========================================= |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Officer directors etc family relationship Part VI line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Governing body decisions Part VI line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Committee meeting documentation Part VI line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Conflict of interest policy compliance Part VI line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Significant program services not listed on prior year return Part III line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | List of other expenses Part IX line 24e |
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| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 214773 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 289 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 75016 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 122312 |
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| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | EMILY A STRAUSSER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2153754695 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-10-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OAKVIEW ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OAKV |
| ReturnHeader/Filer/EIN | 0 | 812263060 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11500 HOLLY SPRINGS NEW HILL RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | APEX |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27539 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 873786890 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Shah & Associates CPA PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 310 Raleigh St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Holly Springs |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27540 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9193461011 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jigna Shah CPA |
| ReturnHeader/ReturnTs | 0 | 2024-11-14T10:44:25-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.